How To

Modules

Granting and restricting access to particular sections of the ChannelAdvisor Complete Application requires enabling and disabling modules under Manage Groups.

 

Prerequisites


You should be familiar with the following topics:

 

Benchmarking Module


  • Benchmarking: This module grants users the ability to view the Marketplace Benchmarks and Google Shopping Benchmarks dashboards to compare their performance against their competitors and identify opportunities to grow their business.

 

Reporting Modules


  • Reporting - Legacy Multi-Account Reporting (Beta): This module grants users the ability to run a report that displays data from all of a customer's posting accounts. Note that if you add this module, a user will have some reporting access to all posting accounts, whether or not that user has non-reporting access to those accounts. Only assign this module to a user that should have reporting access to all of your posting accounts.
     
  • Reporting - Report Activity: This module grants access to the Report Activity and Create Report pages in the new look and feel of the ChannelAdvisor UI for their accounts. This requires a main module for marketplaces, paid search and/or comparison shopping to run and schedule reports.
     
  • Reporting - Edit Delete: This module grants users the ability to both Edit and Delete reports found on the Report Activity view. Without this module, users will still be able to create and view reports, however they WILL NOT have the ability to edit or delete them.

 

Marketplaces Modules


  • Marketplaces: This module grants access to Inventory, Marketplaces > eBay and Auctions, Sales, and My Account > Account Settings.
     
  • Marketplaces - Amazon: This module grants the ability to access the Amazon marketplace.
     
  • Customer Service: This module grants access to the Customer Service Console which is home to reduced privileges of the All Sales view and order data for Marketplaces.
     
  • ChannelAdvisor Checkout: This module grants access to Transaction Processing and Checkout reports for Marketplaces.

 

Digital Marketing Modules


  • Digital Marketing - Search: This module grants access to Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Account Preferences: This module grants access to the Settings section of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Bid Manager: This module grants access to the Bid Manager sections of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Campaign Manager: This module grants access to the Campaign Manager sections of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Campaign Manager - Bulk Operations: This module grants access to the bulk options of the Campaign Manager section in Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Keyword Term Generator: This module grants access to the Keyword Term Generator of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Reporting: This module grants access to the reporting sections of Paid Search.
     
  • Digital Marketing - Search Engine Landscape: This module grants access to the Search Engine Landscape feature under Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Legacy Shopping Dashboard: This module grants users the ability to see the dashboard graph in Comparison Shopping, without the ability to access or modify feeds and templates. Users with just this module will NOT see the feed widget on the Comparison Shopping dashboard. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Shopping Reporting: This module grants user the ability to see performance reporting under the Comparison Shopping menu without access to product mapping functionality. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Shopping Basic: This module grants access to Comparison Shopping. This requires the Digital Marketing - Reporting module. Please note: This module is used in conjunction with Marketplaces for additional access privileges.
     
  • Digital Marketing - Shopping Premium: This module grants users the ability to view and modify the features of Comparison Shopping. This requires the Digital Marketing - Reporting module.
     
  • Tracking: This module grants access users the ability to view the Pixel Tracking page without additional search modules. This is required to view/edit the Traffic and Conversion Tracking info/options (Under My Account > Tracking Pixel). This requires the Digital Marketing - Reporting module.

 

Webstores Modules


  • ChannelAdvisor Checkout: This module grants access to Transaction Processing and Checkout reports for Marketplaces.  
     
  • Webstores - Yahoo!: This module grants access to Yahoo! Stores for order processing.

 

General Modules


  • Business Rules: This module grants access to business rules in an account(s). Permission for this module may be set to Read Only or Edit. The Read Only permission will allow a user to view all business rules but not save any changes. The Edit permission will allow a user to view and save changes.
     
  • Dashboard Graphs: This module grants access to view graphs on dashboards. Remove this module to disable visibility of dashboard graphs.
     
  • Image FTP: This module grants access to FTP images and/or files to their Marketplaces account(s).
     
  • Lookup Lists: This module grants access to lookup lists an account(s). Permission for this module may be set to Read Only or Edit. The Read Only permission will allow a user to view all lookup lists but not save any changes. The Edit permission will allow a user to view and save changes.
     
  • Templates: This module grants access to templates in an account(s) for both Inventory and Marketplaces templates. Permission for this module may be set to Read Only or Edit. The Read Only permission will allow a user to view all templates but not save any changes. The Edit permission will allow a user to view and save changes.

 

Account Admin Modules


  • Group Admin: This module grants users the ability to manage permissions for other users, which can be found under Account Admin > Groups.

Granting and restricting access to particular sections of the ChannelAdvisor Complete Application requires enabling and disabling modules under Manage Groups.

 

Prerequisites


You should be familiar with the following topics:

 

Benchmarking Module


  • Benchmarking: This module grants users the ability to view the Marketplace Benchmarks and Google Shopping Benchmarks dashboards to compare their performance against their competitors and identify opportunities to grow their business.

 

Reporting Modules


  • Reporting - Legacy Multi-Account Reporting (Beta): This module grants users the ability to run a report that displays data from all of a customer's posting accounts. Note that if you add this module, a user will have some reporting access to all posting accounts, whether or not that user has non-reporting access to those accounts. Only assign this module to a user that should have reporting access to all of your posting accounts.
     
  • Reporting - Report Activity: This module grants access to the Report Activity and Create Report pages in the new look and feel of the ChannelAdvisor UI for their accounts. This requires a main module for marketplaces, paid search and/or comparison shopping to run and schedule reports.
     
  • Reporting - Edit Delete: This module grants users the ability to both Edit and Delete reports found on the Report Activity view. Without this module, users will still be able to create and view reports, however they WILL NOT have the ability to edit or delete them.

 

Marketplaces Modules


  • Marketplaces: This module grants access to Inventory, Marketplaces > eBay and Auctions, Sales, and My Account > Account Settings.
     
  • Marketplaces - Amazon: This module grants the ability to access the Amazon marketplace.
     
  • Customer Service: This module grants access to the Customer Service Console which is home to reduced privileges of the All Sales view and order data for Marketplaces.
     
  • ChannelAdvisor Checkout: This module grants access to Transaction Processing and Checkout reports for Marketplaces.

 

Digital Marketing Modules


  • Digital Marketing - Search: This module grants access to Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Account Preferences: This module grants access to the Settings section of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Bid Manager: This module grants access to the Bid Manager sections of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Campaign Manager: This module grants access to the Campaign Manager sections of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Campaign Manager - Bulk Operations: This module grants access to the bulk options of the Campaign Manager section in Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Search Keyword Term Generator: This module grants access to the Keyword Term Generator of Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Reporting: This module grants access to the reporting sections of Paid Search.
     
  • Digital Marketing - Search Engine Landscape: This module grants access to the Search Engine Landscape feature under Paid Search. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Legacy Shopping Dashboard: This module grants users the ability to see the dashboard graph in Comparison Shopping, without the ability to access or modify feeds and templates. Users with just this module will NOT see the feed widget on the Comparison Shopping dashboard. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Shopping Reporting: This module grants user the ability to see performance reporting under the Comparison Shopping menu without access to product mapping functionality. This requires the Digital Marketing - Reporting module.
     
  • Digital Marketing - Shopping Basic: This module grants access to Comparison Shopping. This requires the Digital Marketing - Reporting module. Please note: This module is used in conjunction with Marketplaces for additional access privileges.
     
  • Digital Marketing - Shopping Premium: This module grants users the ability to view and modify the features of Comparison Shopping. This requires the Digital Marketing - Reporting module.
     
  • Tracking: This module grants access users the ability to view the Pixel Tracking page without additional search modules. This is required to view/edit the Traffic and Conversion Tracking info/options (Under My Account > Tracking Pixel). This requires the Digital Marketing - Reporting module.

 

Webstores Modules


  • ChannelAdvisor Checkout: This module grants access to Transaction Processing and Checkout reports for Marketplaces.  
     
  • Webstores - Yahoo!: This module grants access to Yahoo! Stores for order processing.

 

General Modules


  • Business Rules: This module grants access to business rules in an account(s). Permission for this module may be set to Read Only or Edit. The Read Only permission will allow a user to view all business rules but not save any changes. The Edit permission will allow a user to view and save changes.
     
  • Dashboard Graphs: This module grants access to view graphs on dashboards. Remove this module to disable visibility of dashboard graphs.
     
  • Image FTP: This module grants access to FTP images and/or files to their Marketplaces account(s).
     
  • Lookup Lists: This module grants access to lookup lists an account(s). Permission for this module may be set to Read Only or Edit. The Read Only permission will allow a user to view all lookup lists but not save any changes. The Edit permission will allow a user to view and save changes.
     
  • Templates: This module grants access to templates in an account(s) for both Inventory and Marketplaces templates. Permission for this module may be set to Read Only or Edit. The Read Only permission will allow a user to view all templates but not save any changes. The Edit permission will allow a user to view and save changes.

 

Account Admin Modules


  • Group Admin: This module grants users the ability to manage permissions for other users, which can be found under Account Admin > Groups.
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